CLIENT RELATIONSHIP MANAGEMENT

Use FYI’s Client Workspace to view an up-to-date summary of each client’s affairs including recent emails, documents and interactions and any outstanding tasks. This dedicated client view improves productivity by ensuring relevant information is at your fingertips. For example, while on a phone call, a partner can easily access all recent interactions and outstanding tasks for a client.

The documents list in the Clients Workspace provides a contextual list of all emails, documents and interactions that have occurred for the client across the practice in reverse date order. This provides all users with a holistic view of recent documents and interactions for the client, helping to make better decisions and avoid mistakes.

Record client meetings, phone calls and file notes quickly and easily. Ensure that all client interactions are captured to provide an accurate history of every client relationship.

Expand the filtering of list views for documents and tasks to include the entire family group for a chosen client.